SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
-$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,291
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$595K
3
+$566K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$373K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$230K

Top Sells

1
+$320K
2
+$262K
3
+$253K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$229K
5
LEN icon
Lennar Class A
LEN
+$228K

Sector Composition

1 Technology 13.97%
2 Financials 12.93%
3 Healthcare 12.45%
4 Industrials 6.63%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$352K 0.22%
2,894
+40
77
$352K 0.22%
35,328
78
$350K 0.22%
5,275
-33
79
$348K 0.22%
927
+28
80
$348K 0.22%
4,769
-360
81
$343K 0.22%
14,300
+60
82
$334K 0.21%
9,038
-6,177
83
$333K 0.21%
4,326
-52
84
$329K 0.21%
2,382
+25
85
$325K 0.2%
2,182
+248
86
$321K 0.2%
4,882
+30
87
$319K 0.2%
2,218
+27
88
$318K 0.2%
3,242
+3
89
$317K 0.2%
3,699
+9
90
$314K 0.2%
2,956
+30
91
$313K 0.2%
4,243
+77
92
$293K 0.18%
1,104
+2
93
$289K 0.18%
4,273
+31
94
$286K 0.18%
1,260
+8
95
$283K 0.18%
3,376
+29
96
$282K 0.18%
1,260
+8
97
$279K 0.18%
881
+3
98
$272K 0.17%
1,743
+3
99
$262K 0.16%
6,897
-5,455
100
$260K 0.16%
5,340
2 3
4
5 6